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Zynergy Retirement Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Zynergy Retirement Planning’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12M Buy
451,841
+27,748
+7% +$740K 7.27% 6
2025
Q4 		$11.2M Sell
424,093
-5,318
-1% -$143K 6.91% 7
2025
Q3 		$11.6M Buy
429,411
+5,891
+1% +$158K 7.3% 6
2025
Q2 		$11.3M Buy
423,520
+7,405
+2% +$196K 7.58% 6
2025
Q1 		$10.7M Buy
416,115
+211,374
+103% +$5.56M 7.62% 6
2024
Q4 		$11M Sell
204,741
-204,741
-50% -$5.38M 7.74% 6
2024
Q3 		$11M Buy
409,482
+17,418
+4% +$460K 7.74% 6
2024
Q2 		$10.2M Buy
+392,064
New +$10.1M 7.81% 6

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Zynergy Retirement Planning's SCHP Position: Q1 2026 in Review

Zynergy Retirement Planning increased its Schwab US TIPS ETF (SCHP) stake by 6.5% in Q1 2026, buying an estimated $740K and bringing the position to 451,841 shares worth $12M. The position accounts for 7.27% of the portfolio, ranked #6.

Zynergy Retirement Planning first reported a position in SCHP in Q2 2024 and has held it in 8 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Zynergy Retirement Planning held 451,841 shares of Schwab US TIPS ETF worth $12M as of Q1 2026.
  • Zynergy Retirement Planning bought 27,748 Schwab US TIPS ETF shares in Q1 2026, an estimated $740K.
  • Schwab US TIPS ETF made up 7.27% of Zynergy Retirement Planning's portfolio in Q1 2026, its #6 holding.
  • Zynergy Retirement Planning first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 8 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Zynergy Retirement Planning's 13F filing for Q1 2026, filed 17 Apr 2026.